There are specializations within broader fields of expertise, and we come into contact with this phenomenon all the time. For example, you are not going to want a plastic surgeon to give you a kidney transplant. You are going to want an experienced renal specialist, even though both individuals are fully credentialed and qualified physicians.
This is something to consider when you are looking for legal advice as you make preparations for the future with your legacy in mind. All attorneys serve an important function, but there are various different areas of legal focus.
Estate planning involves the utilization of a variety of advanced legal instruments and an intimate knowledge of the tax code.
Further, tax laws are always changing, so experts within the estate planning milieu must constantly stay abreast of the steady stream of new information. Given the potential ravages of the federal estate tax, there can be hundreds of thousands or even millions of dollars in the balance so this is not something to take lightly.
The wise course of action is to devise a plan for the future with the benefit of expert guidance. If you retain a local San Jose estate planning lawyer who has made a career out of this particular legal niche, you can be certain that your interests are going to be optimally served.
You can walk away from the office with the peace of mind goes along with knowing that your affairs are in order at that time. But you can also rest assured that your attorney will be in a position to advise you with regard to needed revisions as things change over time.
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- Proposition 19 and Repeal the Death Tax Act (VIDEO) - November 3, 2023
